Why can't I add or change a budget?
You need an admin role that can manage budgets, the Budgets feature must be on, and the project must already exist.
Common reasons
| What you see | Why | What to do |
|---|---|---|
| No Add Budget, Edit or Delete | You have the project member role. Project members can view budgets but not change them. | Ask an admin to make the change. |
| Budgets isn't in the menu | The Budgets feature isn't switched on for your organisation. | Ask your account admin or Swift Checkin support. |
| The project isn't in the list | The project hasn't been created yet. | Create the project first. |
| You can't change Quantity or Unit Cost | These can't be edited once the budget is made. | Add a change order instead. See How do I add a variation (change order)? |
| A budget can't be deleted | It came from Autodesk (marked "Indicates from partner account"). | Budgets from Autodesk can't be deleted in Swift Checkin. |
Example
The client adds 20 extra square metres of tiling to the Harbour Apartments job.
- You open the tiling budget to change Quantity, but it can't be edited.
- You add a change order for the extra 20 square metres instead.
- The Budget Amount card now shows the original amount plus the change order.